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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,821 | $88,672-49.5% | $105,223-57.4% | $82,448-45.6% |
| Participation rate | 60.3% | 67.9%-7.6pp | 75.0%-14.8pp | 68.1%-7.8pp |
| Annual return | 24.89% | 30.86%-6.0pp | 180.65%-155.8pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,911 | $3,048+28.3% | $3,689+6.0% | $2,551+53.3% |
| Participant deferral / active EE | $6,992 | $4,036+73.2% | $5,072+37.9% | $4,139+68.9% |
| Admin fee / account holder | $793 | $7,146-88.9% | $8,859-91.0% | $7,234-89.0% |